Typical Integration

Mastering Customers, Accounts, and Subscribers: The CRM system serves as the master database for customer information, including customer profiles, contact details, and organizational hierarchies. It manages customer data at different levels, including individual customers, corporate accounts, and associated subscribers. The CRM system ensures the accuracy and consistency of customer information across the organization.

Mastering Subscriptions: The CRM system is responsible for managing subscriptions associated with customers, accounts, and subscribers. It tracks subscription details like service plans, tariff options, add-ons, and contract terms. The CRM system enables subscription management, including creation, modification, and termination.

Ordering: The CRM system facilitates creating and modifying entities within the OCS.io. It acts as the central hub for initiating and processing orders related to customers, accounts, subscribers, financial documents, and other relevant data. This includes tasks such as creating new customers, modifying existing entities, and managing the lifecycle of subscriptions.

Querying for Balances: The CRM system interacts with OCS.io to retrieve various balances associated with customers, accounts, and subscribers. It enables real-time querying of balance information, such as prepaid balances, credit limits, usage thresholds, and available credit. This information is essential for customer service representatives and users to monitor usage, billing, and account status.

Querying for Financial Documents: The CRM system provides the ability to retrieve financial documents from OCS.io. This includes querying for invoices, credit notes, corrective tax documents, and other relevant financial records. The CRM system enables users to access and review financial information related to customers, accounts, and subscriptions.

Querying for Payments: The CRM system allows users to query payments recorded in OCS.io. It provides visibility into incoming and outgoing payments, allowing customer service representatives and financial teams to track payment history, reconcile accounts, and resolve payment-related issues.

Document Formatting: The Formatter module is responsible for formatting customer documents, such as invoices, credit notes, statements, and other financial documents. It ensures that these documents are presented clearly, consistently, and professionally. The Formatter module takes the internal representation of these documents and transforms them into customer-friendly formats, such as HTML, PDF, or CSV, based on the specific requirements and configuration.

Notification Formatting: The Formatter module also handles formatting notifications sent to customers. This includes notifications related to billing, payment reminders, account updates, service notifications, and more. The Formatter module ensures that these notifications are appropriately structured and styled, providing essential information to customers in a user-friendly format.

Template Management: The Formatter module manages templates for different document types and notifications. It allows for configuring and customizing document layouts, including headers, footers, logos, fonts, and other visual elements. The module provides the flexibility to tailor the appearance of outgoing documents and notifications according to branding guidelines and specific customer requirements.

Localization and Multilingual Support: The Formatter module supports localization and multilingual capabilities, enabling the generation of documents and notifications in different languages. It ensures the content is translated correctly, considering language-specific formatting rules, date formats, currency symbols, and other regional preferences. This allows organizations to provide personalized and localized communications to their customers.

Integration with OCS.io and CRM: The Formatter module integrates with the OCS.io and CRM systems to retrieve relevant data and merge it into the document and notification templates. It pulls information such as customer details, billing data, transaction history, and account balances to populate the outgoing documents with accurate and up-to-date information. This integration ensures the coherence and accuracy of the generated documents.

Delivery Options: The Formatter module provides flexibility in terms of delivery options for the formatted documents and notifications. Depending on the organization’s communication preferences and customer requirements, it can support various channels, such as email, print, online portals, or SMS. The Formatter module may interact with other modules or external systems to facilitate the secure and timely delivery of the formatted communications.

Data Extraction: The ETL/Mediation system extracts data from the OCS.io and other relevant systems. It retrieves information such as financial data, transaction records, customer details, billing information, and other relevant data required for further processing and analysis. This data extraction is performed based on predefined schedules or triggered events.

Data Transformation: Once the data is extracted, the ETL/Mediation system applies various transformation processes to standardize and format the data according to the requirements of the target systems. This includes data cleansing, validation, normalization, aggregation, enrichment, and necessary data manipulations. The system ensures that the data is accurate, consistent, and in the appropriate format for consumption by the receiving systems.

Data Mapping: The ETL/Mediation system maps the extracted and transformed data to the target systems' specific data structures and formats, such as Financial Systems and DWH. It ensures that the data is mapped correctly, aligning with the schema and data models of the receiving systems. This allows for seamless integration and compatibility between the OCS.io and other systems.

Data Load: The ETL/Mediation system loads the transformed and mapped data into the target systems. It performs the necessary operations to insert, update, or append the data into the designated databases, repositories, or data storage systems. The system ensures the accuracy and integrity of the data during the loading process, adhering to any defined business rules or data validation constraints.

Data Validation and Error Handling: The ETL/Mediation system incorporates robust validation mechanisms to ensure the quality and reliability of the data being transferred. It performs data validation checks, verifies data integrity, and identifies any inconsistencies, anomalies, or errors in the extracted or transformed data. The system implements appropriate error-handling procedures to address and resolve data-related issues, including logging, notifications, and data reconciliation.

Data Synchronization and Monitoring: The ETL/Mediation system monitors the data exchange process, ensuring that data synchronization between systems is maintained. It tracks the status of data transfers, monitors data flows, and detects any discrepancies or delays. The system provides monitoring dashboards, logs, and reports to enable real-time visibility into the data exchange activities and ensure the smooth operation of the overall integration process.

Data Security and Compliance: The ETL/Mediation system incorporates robust security measures to protect the data during transit and storage. It ensures that sensitive information is encrypted, access controls are in place, and compliance requirements such as data privacy regulations are adhered to. The system implements data masking, anonymization, or obfuscation techniques as required to safeguard the data being exchanged.

Financial Document Management: The Financial System captures and manages all financial documents generated by OCS.io, such as periodical invoices, one-time invoices, deposits, credit notes, corrective tax documents, and other relevant financial records. It ensures the accurate recording, storage, and retrieval of these documents for further processing and reporting purposes.

Payment Management: The Financial System handles the registration and management of incoming and outgoing payments associated with the OCS.io. It records payment transactions, tracks payment statuses, and maintains payment-related information for reconciliation and financial reporting purposes. This includes capturing payment details, linking payments to specific financial documents, and updating account balances accordingly.

General Ledger Processing: The Financial System processes daily and post-billing general ledger feeds received from the OCS.io. It performs the necessary accounting operations, such as summarizing financial transactions, applying appropriate accounting principles, and updating the general ledger accounts. This ensures accurate financial reporting, reconciliation, and financial regulations and standards compliance.

Integration with Data Warehousing (DWH): The Financial System can be integrated with the DWH system to enable comprehensive reporting, analytics, and data consolidation. This integration can be achieved via the ETL / Mediation system or the Streaming Platform. By integrating with DWH, the Financial System provides valuable financial data that can be used for business intelligence, trend analysis, forecasting, and other strategic decision-making processes.

Financial Reporting and Analysis: The Financial System generates various financial reports, statements, and analyses based on the captured financial transactions and data. These reports provide insights into financial performance, revenue streams, billing trends, customer balances, and other financial metrics. The system facilitates customizable reporting options to meet specific business requirements and regulatory compliance needs.

Financial Controls and Compliance: The Financial System incorporates robust financial controls, ensuring compliance with financial regulations, accounting standards, and internal financial policies. It enforces segregation of duties, financial data integrity, and data privacy and security measures. The system may also support audit trails, financial audits, and regulatory reporting requirements to maintain transparency and accountability.

Data Collection and Integration: The DWH system gathers data from multiple sources, including the OCS.io, CRM system, Financial System, and other relevant systems. It integrates and consolidates data from these sources into a unified and consistent format within the data warehouse. This data integration ensures that comprehensive and reliable information is available for reporting and analysis purposes.

Data Transformation and Modeling: The DWH system applies data transformation techniques to structure and organize the collected data based on predefined data models. It performs data cleansing, normalization, aggregation, and other transformations to enhance data quality and optimize reporting performance. By modeling the data appropriately, the DWH system enables efficient retrieval and analysis of information for generating various reports.

Report Generation: The DWH system prepares and generates various reports to support different business functions. Operational reports provide insights into system performance, service usage, and customer activity. Financial reports comprehensively view financial metrics, revenue streams, and profitability analysis. Marketing reports analyze customer behavior, segmentation, and campaign effectiveness. These reports help stakeholders make informed decisions, monitor performance, and identify areas for improvement.

Ad Hoc Query and Analysis: The DWH system provides ad hoc querying and analysis capabilities, allowing users to explore data beyond predefined reports. It offers tools and interfaces for users to create custom queries, perform data slicing and dicing, apply filters, and visualize results. This flexibility empowers users to gain deeper insights, identify patterns, and uncover trends specific to their analytical needs.

Data Security and Governance: The DWH system ensures data security, integrity, and governance by implementing appropriate access controls, data encryption, and audit trails. It enforces data privacy regulations, compliance requirements, and data retention policies. The DWH system maintains data accuracy, consistency, and confidentiality within the data warehouse by establishing robust governance practices.

Performance Optimization: The DWH system optimizes data retrieval and processing performance to deliver timely and efficient reporting. It employs indexing, caching, and query optimization techniques to enhance query response times and overall system performance. The system also monitors and tunes the DWH infrastructure to effectively handle increasing data volumes and user demands.